Programs Pricing
| Standard Planning $1000 /mo | Advanced Planning $2000 /mo | Premium Planning $3000 /mo | Ultimate Planning $5000 /mo | Typical Client | |||||
|---|---|---|---|---|---|---|---|---|---|
| Typical Client | ||||
|---|---|---|---|---|
| Taxable Income | $250k to $500k | $500k to $1mm | $1mm to $2mm | $2mm - $5mm |
| Essential Business Solutions | ||||
|---|---|---|---|---|
| Payroll Optimization |  | | | |
| Retirement Plan Design | | | | |
| Tax Due Diligence | | | | |
| Strategy Meetings | ||||
|---|---|---|---|---|
| Annual Goal Planning | | | | |
| Year-End Tax Planning Focus | | | | |
| Family/Legacy Planning | N/A | N/A | | |
| Progress Email w/Team | Semi-annually | Quarterly | Bi-monthly | Monthly |
| Proactive Tax Planning | ||||
|---|---|---|---|---|
| Monthly Planning Day 2 | | | | |
| Annual Tax Return Review 3 | | | | |
| Accountant Collaboration | Annual email | Year-end meeting | Ongoing, custom | Ongoing, custom |
| Draft Tax Return Review 4 | | | | |
| Financial Review of P&L Report | Annual | Annual, year-end | Quarterly | Quarterly |
| Review Payroll/Company Census | W2 only | | | |
| Tax Summary Letter | one-time | | | |
| Business & Estate Planning | ||||
|---|---|---|---|---|
| Estate Planning Review | One-time | tri-annually | tri-annually | Annually |
| Protection Planning | One-time | tri-annually | tri-annually | Annually |
| Strategic Planning/Growth Plan | N/A | N/A | tri-annually | Annually |
| Business Continuity Planning | N/A | One-time | tri-annually | Annually |
| Legacy Planning | N/A | tri-annually | Annually | Annually |
| Personal Financial Statement Generation | N/A | N/A | Annually | Annually |
| 401k fee offering | Consulting fee applies | Consulting fee waived. AUM only | ||
1 These fees may be periodically updated by Vance Wealth.
2 Augusta Rule
3 personal and corporate
4 prior to filing